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Octavia Wealth Advisors’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Octavia Wealth Advisors’s Portfolio IMTB Stock Details IMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.6M Buy
494,673
+29,457
+6% +$1.29M 1.86% 13
2026
Q1 		$20.4M Sell
465,216
-203,861
-30% -$9.01M 1.95% 13
2025
Q4 		$29.6M Buy
669,077
+50,635
+8% +$2.24M 2.82% 9
2025
Q3 		$27.3M Buy
618,442
+37,381
+6% +$1.63M 2.72% 10
2025
Q2 		$25.4M Buy
581,061
+96,360
+20% +$4.14M 2.88% 8
2025
Q1 		$21M Buy
484,701
+268,451
+124% +$11.5M 2.55% 9
2024
Q4 		$9.18M Buy
+216,250
New +$9.34M 1.11% 23

Other funds holding IMTB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
CLP
Charis Legacy Partners Bryan, Texas $81.3M AUM 30.13% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Octavia Wealth Advisors's IMTB Position: Q2 2026 in Review

Octavia Wealth Advisors increased its iShares Core 5-10 Year USD Bond ETF (IMTB) stake by 6.3% in Q2 2026, buying an estimated $1.29M and bringing the position to 494,673 shares worth $21.6M. The position accounts for 1.86% of the portfolio, ranked #13.

Octavia Wealth Advisors first reported a position in IMTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.6M in Q4 2025. 8 funds tracked by Wall St. Rank hold IMTB as of Q2 2026.

  • Octavia Wealth Advisors held 494,673 shares of iShares Core 5-10 Year USD Bond ETF worth $21.6M as of Q2 2026.
  • Octavia Wealth Advisors bought 29,457 iShares Core 5-10 Year USD Bond ETF shares in Q2 2026, an estimated $1.29M.
  • iShares Core 5-10 Year USD Bond ETF made up 1.86% of Octavia Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Octavia Wealth Advisors first reported a position in iShares Core 5-10 Year USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Octavia Wealth Advisors's iShares Core 5-10 Year USD Bond ETF position peaked at $29.6M in Q4 2025.
  • 8 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.